Introduction: 

In this guide, Collaborators who have been invited to Bildhive will learn how to set up and manage their accounts and projects.

Project Owners who are just getting started with Bildhive can use the Bildhive Project and Setup Guide for Project Owners to create new projects, form a team, invite collaborators, and manage their accounts and projects. 

!! Heads-Up 

Our Table of Contents links might occasionally land you Just Below The Target Section. If this happens, a Simple Scroll Up to the Previous Section will get you right where you need to be.

TABLE OF CONTENTS

• Create an Account as a First Time Collaborator 
  • 1. Open the You Are Invited Email
  • 2. Create an Account
  • 3. Set Up a Secure Password
  • 4. Password Expiration Policy
  • 5. Do Not Reuse Any of Your Last Eight Passwords
  • 6. Enable Two-Factor Authentication (TOTP)
  • 7. Generate Recovery Codes
  • 8. Log in Directly with Microsoft 365 or Google
  • 9. You have 10 Attempts to Log in Before the Platform Locks you Out
  • 10. SAAS Terms and Conditions and Privacy Policy- Review and Agree
  • 11. Verify Email
  • 12. Open the Invitations Tab and View, Accept, or Decline your Pending Invitations
• Welcome To The Bildhive Platform - The Home Or Welcome Screen
  • 13. About The Project List
  • 14. Customize your Project List 
• The Admin Panel 
  • 15. Open the Admin Panel 
  • 16. Navigate to your Home Page
• The Account Profile 
  • 17. View and Edit your Account Info
• The Project Library 
  • 18. View the Project Library and Filter the Projects 
  • 19. View and Edit the Project Information
• View and Copy the API Key or Token
  • 20. Find and Copy a Project’s API Key
    
• The Billing Screen
• The Project Settings Screen
  • 21. View and Edit the Settings of a Project

Create an Account as a First Time Collaborator 

!! You already Received the ‘You Are Invited‘ email, right?  

To Collaborate on a project, you MUST receive an Invitation Via Email first. 

You can Decline the invitation if you do not want to cooperate with the project.

1. Open the You Are Invited Email

1. Once you receive the You Are Invited email, Open it

2. Then, click Accept Invitation

!! Are you a Collaborator with an existing Bildhive account?

NO need to open the email. Accept the invitation directly from your account. Go to the top of your Bildhive Home screen, open the Invitations tab and accept the invitation.

2. Create an Account

1. Once you accept the invitation, the Login Screen pops up

2. In the Log In Pop-up, click Create an Account

3. Fill in the required information*

* Mandatory Fields.

3. Set Up a Secure Password

1. Password should have a Minimum of Fourteen Characters

2. Must Include at least one Uppercase Letter, one Lowercase Letter, One Number, and one of these Special Characters @$!%*?&

3. Do NOT Include your Name or your Amail address

!! Are you having Problems Creating a New Password?

1. Go to the top of your browser and Press the Refresh Button

2. If this doesn’t work, check that you are NOT Using Special Characters other than @$!%*?&

3. Make sure you are NOT Including either your Name or your Email Address

4. Make sure your Password Wasn’t Changed within 3 days (see Password Expiration Policy)

5. Make sure you are not repeating a Previously Used Password. See our Remembered Password Policy

6. Did you attempt your password more than 10 times and failed? Then, you were locked out of the platform. Try again in 1 hour (see Account Lockout Policy)

4. Password Expiration Policy

1. Minimum Password Age is 3 Days, meaning you CAN’T change your password within a 3-day period

2. Maximum Password Age is 90 Days meaning the platform FORCES you to Reset your password Every 90 Days 

5. Do Not Reuse Any of Your Last Eight Passwords

1. The platform will Remember the last Eight Passwords you have used and will not allow you to repeat them

!! What are TOTP or Time-Based One-time Passwords?

TOTP, or Time-Based One-Time Passwords, are a form of 2FA (two factor authentication) that Generates Unique Numeric Passwords based on the current time. They boost account security as a second factor and can be Accessed Offline for user convenience. You will be Prompted to Enable 2FA. 

6. Enable Two-Factor Authentication (TOTP)

1. First, Download and Install any Authenticator App on your phone (Google Authenticator, Microsoft Authenticator, Authy, etc) or browser extension on your computer

2. Once installed, open Bildhive and navigate to your Homepage 

3. From the Left Navigation Bar, select My Profile 

4. At the Top of the Profile page, select the Security Tab

5. The Authenticator Tab opens by default

6. At the bottom of the page click Set Up 2FA

7. Use your Phone to Scan the Bar Code on the page or

8. Locate the Secret Key below the QR Code and enter it in your Authenticator App

9. Once you do this, a Code appears in the Authenticator

10. Copy the Code and

11. In the Field below Activate 2FA, Enter the Code generated by the Authenticator

12. Click Verify & Activate 

!! Do you already have an authenticator app on your phone? 

Just open your App, tap the plus sign, then scan the QR Code provided in Bildhive, or enter the Secret Key that appears below it. Then enter the Code in the field below Activate 2FA and Click Verify And Activate.

!! Are you not able to Access your Authenticator and need to provide a verification code?

If for some reason you DO NOT have the phone and can’t open your Authenticator App, you can enter a Recovery Code.  To Generate your Recovery Codes, follow these steps.

!! What happens if I don’t have Assess to my device to Retrieve the Two-Factor Authentication Codes?

Recovery Codes can be used to Access your Account if you Cannot Receive Two-Factor Authentication Codes.

7. Generate Recovery Codes

1. Once you set up the Two-Factor Authentication, you will be redirected to The Recovery Options Tab

2. Click Generate Recovery Codes

3. Copy the Codes and keep them in a Safe Place

!!  Keep your recovery codes as safe as your password. 

We recommend saving them with a password manager such as 1Password, Authy, or Keeper. These codes are the last resort for accessing your account in case you lose your password and second factors. IF YOU CANNOT FIND THESE CODES, YOU WILL LOSE ACCESS TO YOUR ACCOUNT. For help, contact support@bildhive.com.

8. Log in Directly with Microsoft 365 or Google

1. At the bottom of the Log-In page, locate the Log in with Microsoft button or Log In with Google button and click on either one of them

9. You have 10 Attempts to Log in Before the Platform Locks you Out

1. If you have Failed to log in 10 Times In A Row, the platform automatically Locks

2. After 60 Minutes, the platform automatically Unlocks and you can try to log in again

10. SAAS Terms and Conditions and Privacy Policy- Review and Agree

1. Review Bildhive’s SAAS Terms & Conditions and Privacy Policy*

2. When you have finished reading, click I Agree

3. Click Create Account

4. On the Top of the screen, you will see a Notification that indicates you have Successfully Registered and that you need to Activate your account in your Inbox

* Mandatory Fields.

11. Verify Email

1. To Verify your Email, go to your Inbox, open the Registration Complete email and click Verify Email

2. The Login Screen pops up

3. Enter your Email and Password

4. A Verification Code will be sent to your Inbox

5. Enter the verification Code and click Verify Device

6. Once the Device is Verified, you are redirected to your Welcome Screen

!! You don’t see the ‘Registration Complete’ email?  

Check your Junk Mail folder or Spam folder. Otherwise, contact support@bildhive.com

!! TIP: Verify the device for 60 Days

Below the Verification Code field, select Verify this Device for 60 Days to skip this step for the next 60 days.

!!  Is there a Red Circle above the Invitations Tab?

An Invitation is Waiting to be accepted. You Won’t be able to See a Project UNTIL YOU ACCEPT THE INVITATION. Tab.

12. Open the Invitations Tab and View, Accept, or Decline your Pending Invitations

1. Click the Invitation Tab to Open it

2. Locate the Invitation in the Invitations List and click Accept or Decline

3. If you Accept the invitation, you will be redirected to the All Projects Tab

4. Select the Project and Start Working

Welcome To The Bildhive Platform - The Home Or Welcome Screen

In the Welcome Screen or Home Page, you'll find the Project List. At the top of the screen, there are four tabs: All, Recent, Pin, and Invitations. The first tab lists all your projects and is open by default. The second and third tabs list Recent and Pinned Projects, respectively. The last one contains a list of all pending. 

!! Navigation Tips: 

• To return to your Home Page or Welcome Screen from anywhere on the platform, go to the Top Right corner of your screen, click your Monogram (circle with your initials) and, from the Admin Panel Dropdown, select Home 

• To Return to the Previous Screen, click the Bildhive Logo at the Top Left of the Screen. It is your Back Button. 

13. About The Project List

This is a list of all your projects. For each project, it displays the following information:

• Date when a project was Last Visited

• If you are the Owner of a project, (1-person icon) 

• If you are a Collaborator meaning the project was Shared with you (2-persons Icon)

• If a project is Linked or Connected to other projects (Identified by the chain icon)

• If it is a Stand Alone Project (no icon) as opposed to a Parent Project (identified by a crown icon) 

!!   What is a Parent Project?

A Parent or Master Project has other Projects Linked or Connected to it. Group and Corporate Projects are Parent Projects.

!!   What is a Child Project?

A Child Project is Linked or Connected to a Parent Project. Child projects are projects that Are Part of a Group or Corporate Project.

14. Customize your Project List 

1. To change the Order in which the projects appear, simply Click, Drag and Drop them into a new spot

2. To Pin a project to the top of the list, Change the Color of its Pentagon or Access the Settings, locate the project and Roll Over it

3. To the Left, find the Three-Dot Action Menu 

4. Click on it and Select Pin, to pin the Project to the Top of the List 

5. A Star appears next to the Project’s Name indicating it is Pinned

6. Click on the Three-Dot Action Menu and select Color, to change the color of the Pentagon

7. Select Settings, to open the Project’s Profile Page where you can adjust the Project’s Settings

8. To Filter Projects by All, Recent or Pinned, go to the Top Left of the list and Select one of those Tabs

9. To Search for a project, go to the Top Right of the list, click on the Search Bar and enter the Project Name

The Admin Panel 

!!  Using the Admin Panel is the Quickest way to  

• Navigate to the Home or Welcome Screen

• View and manage your Account Profile 

• View and manage your Projects

• Log Out

15. Open the Admin Panel 

1. To access the Panel, scroll to the Top of the Screen and, in the Top Right Corner, locate your Monogram (circle with your initials) 

2. Click the Monogram or the Arrow to the right of it to display the Admin Panel dropdown

16. Navigate to your Home Page

1. Open the Admin Panel

2. Select Home 

The Account Profile 

17. View and Edit your Account Info

1. To Access your Account Profile from the Home Page, go to the Top, click on your Monogram (circle with your initials) to display the Admin Panel Dropdown and select Account Profile

2. To Access your Account Profile from the Projects Library, go to the Left Navigation Bar and click My Profile (Person Icon)

3. To Upload an Image instead of your Monogram,  click Upload Image, located below the Monogram

4. Select an Image and click Upload Image

5. To Remove the Image, click Remove Image

6. To Edit your Basic Profile information, go to the Basic Profile section and make the necessary Adjustments

7. To Change your Email Address and/or Password, scroll to the Login Settings section and make the necessary Changes

8. To change the Time Zone, Date Format and/or Time Format, scroll to the Regional Settings section and make the necessary Adjustments

9. Click Save Settings

The Project Library 

18. View the Project Library and Filter the Projects 

1. To Access your Project Library from the Home Page, go to the Top, click on your Monogram (circle with your initials) to display the Admin Panel Dropdown and select Projects

2. To Access your Project Library from the Profile Screen or Billing Screen, go to the Left Navigation Bar and click Projects (Portfolio Icon)

3. To Filter the projects by All, High Rise or Low Rise,  go to the Top Right, below the Create New button click the Dropdown and select an Option

19. View and Edit the Project Information

1. To change the Pentagon's Color or access the Project Settings from the Card View, locate the project in the List, click on the Three-Dot Action Menu and select Color or Settings 

2. To change the Pentagon's Color or access the Project Settings from the List View, locate the project, then Roll-over it

3. Click the Three dot Action Menu and select Color or Settings 

!! TIP: Click the Arrow to the right of a Parent Project’s Name.

This will display the Stand-Alone Projects connected or Linked to it.

View and Copy the API Key or Token

20. Find and Copy a Project’s API Key

1. On the Welcome Screen, find the project for which you want to retrieve the API Key

2. Hover over the colored hexagon to the left of the project title, and click the Three-Dot Action Menu 

3. Select Settings

4. On the Settings Screen scroll to the bottom to find the API Security Section

5. Under API Key, click the Two Pages Icon to the left of the API Key

6. This Copies the API Key onto your Pasteboard

7. To view the API Key, click the Eye Icon to the Right of the Key

What is the API Key?

To integrate Bildhive on external websites,you MUST use Bildhive's APIs. These APIs are Secured and require an API Key for Access. Each project is assigned a Unique API Key.

The Billing Screen

Intro: There are 3 Tabs in the Billing Screen: Overview, Payment Method, Billing History

!!  The Billing Screen shows No Information. 

That information is accessible ONLY to Project Owners.

The Project Settings Screen

21. View and Edit the Settings of a Project

1. To Access the Settings of a project from the Home Page, Roll-over the project and from the Three-Dot Action Menu, select Settings

2. To Access the Settings of a project from the Project Library, Roll-over the project and from the Three-Dot Action Menu select Settings

3. To Edit your Project Profile, go to the Top of the Settings Screen, find the Project Profile section and adjust the information

4. To Link Child Projects to a parent project, Go Down to the Link Other Child Projects section and from the Dropdown menu select all the Child Projects that apply

5. To change your Currency Settings, Go Down to the Currency Settings section and from the Dropdown select a different Currency

6. To change the Measurement Units for Lot Frontage, Home, or Condo Units, Scroll Down to the Measurement Settings section and, from the dropdown menu, select the appropriate unit.

7. To change the Color of the project’s Pentagon, go to the Top Right of the screen and click the Pentagon 

8. From the Colors Pop-up, select a color and click OK

9. Once you finish all your edits, click Save Settings

Info: About Currencies, 

Bildhive supports two currencies at the moment, the US Dollar and the Canadian Dollar.